Richard Greene, Mba, Cpa Email & Phone Number

Scottsdale, Arizona, United States

Scottsdale, Arizona, United States

• Born and raised in the Phoenix area.• Analyze local markets and religiously follow real estate trends to allow clients to make decisions based on empirical evidence.• Effectively negotiate with buyer and seller's agents on behalf of my clients through strong communication and 15+ years of real estate credibility.• Specialize in real estate investments analyzing cap rates, ROI, and financial modeling.• Developed a network of experienced contractors and other real estate service… Show more • Born and raised in the Phoenix area.• Analyze local markets and religiously follow real estate trends to allow clients to make decisions based on empirical evidence.• Effectively negotiate with buyer and seller's agents on behalf of my clients through strong communication and 15+ years of real estate credibility.• Specialize in real estate investments analyzing cap rates, ROI, and financial modeling.• Developed a network of experienced contractors and other real estate service providers. Show less

Phoenix, Arizona, United States

The Maricopa County Recorder oversees the recordation of over 1 million documents yearly. In addition, The Recorder's Office and the Board of Supervisors are responsible for all 2.6 million active voter registrants and the administration of election day and early voting in the 2nd largest voting jurisdiction in the United States.• Manage numerous Office contracts and oversee all budget forecasting activities for the Recorder's Office and Elections Department totaling over $40… Show more The Maricopa County Recorder oversees the recordation of over 1 million documents yearly. In addition, The Recorder's Office and the Board of Supervisors are responsible for all 2.6 million active voter registrants and the administration of election day and early voting in the 2nd largest voting jurisdiction in the United States.• Manage numerous Office contracts and oversee all budget forecasting activities for the Recorder's Office and Elections Department totaling over $40 million.• Oversee various day-to-day accounting functions such as cash receipts, procurement, and journal entries including accounts receivables from participating jurisdictions on the ballot of $5 - $10 million.• Manage accounting staff who service more than 14,000 customer accounts and receive more than $40 million of revenue for the recordation of a million documents yearly.• Applied for and administer $14 million in private and public grant monies in support of more secure and safe elections for both the employees and the public.• Strive to deliver exemplary customer service and immediate resourcing to all of our internal and external stakeholders especially finding creative ways within to provide protective equipment.• Maintain compliance with GASB and GAAP rules and develop policy and procedures in coordination external with auditors. Show less

Phoenix, Arizona, United States

The Maricopa County Treasurer serves over 1.7 million property taxpayers and boasts an investment portfolio of over $4.5 billion. Maricopa is the 4th largest and fastest-growing county in the United States.• Serve as a member of the Treasurer and Assessor Executive Steering Committees for new enterprise resource planning system projects.• Manage numerous Office contracts and oversee all budgeting activities of a $6 million operating budget and a $50 million IT project… Show more The Maricopa County Treasurer serves over 1.7 million property taxpayers and boasts an investment portfolio of over $4.5 billion. Maricopa is the 4th largest and fastest-growing county in the United States.• Serve as a member of the Treasurer and Assessor Executive Steering Committees for new enterprise resource planning system projects.• Manage numerous Office contracts and oversee all budgeting activities of a $6 million operating budget and a $50 million IT project budget.• Serve as a member of the Treasurer’s Advisory Board that reviews investment performance and makes recommendations on new investment strategies.• Promote Treasurer sponsored school financing programs such as Tax Anticipation Notes (TANS) and school private placements to enhance pool returns and lower school financing costs. • Expanded investment vehicles to include Tri-Party Repo, money market portal, earnings credits, and certificate of deposit offerings to increase earnings while enhancing earnings quality.• Direct backup to portfolio manager and act as a control by affirming trades with custodian bank and providing approval for all inflows and outflows of investment monies within the Treasurer’s Office servicing bank.• Oversee various day-to-day accounting functions such as cash receipts, accounts payable, fixed assets, and journal entries.• Leveraged new technology to eliminate $340,000 of mailing costs, decreased undeliverable rates from 12% to 2%.• Successfully pushed to increase employee pay from $14 to $18 using internally generated savings.• Recovered $1.5 million in unclaimed county funds from various states and providences in Canada.• Initiated paperless billing program that has grown to over 80,000 parcels going paperless in 2 years.• Redesigned tax bill and developed messaging that led to dramatic reductions in lobby traffic due to significant increases in bank branch payments and online payments. Show less

Phoenix, Arizona, United States

OSPB is responsible for budgeting over 120 state agencies and monitoring legislation with fiscal impacts. The office molds budget policy, strategic planning, and prepares the state’s $28 billion executive budget.• Aided in balancing the Arizona State Budget after a 30% loss of state revenues during the worst recession since the Great Depression.• Providing and executing on recommendations for over $1 billion of General Fund savings.• Governor’s Office steering committee designee… Show more OSPB is responsible for budgeting over 120 state agencies and monitoring legislation with fiscal impacts. The office molds budget policy, strategic planning, and prepares the state’s $28 billion executive budget.• Aided in balancing the Arizona State Budget after a 30% loss of state revenues during the worst recession since the Great Depression.• Providing and executing on recommendations for over $1 billion of General Fund savings.• Governor’s Office steering committee designee for the implementation of a $70 million Arizona statewide Enterprise Resource Planning system and data warehouse.• Monitored $3.7 billion of General Fund debt and provided monitoring of $1.5 billion Certificate of Purchases, state infrastructure debt refundings, and arbitrage opportunities.• Responsible for compiling the following statewide reports:o The State of Arizona Executive Budget.o The Federal Funds report which provides information on all grants and projected grants that state agencies receive along with performance measures relating to each grant.o The Appropriation Limit Calculation which determines the maximum amount of appropriation authority available to the State.• Served as a budget analyst for the Department of Financial Institutions, the Arizona State Treasurer, the Registrar of Contractors, the Auto Theft Authority, the Board of Chiropractic Examiners, the Office of Post-capital Public Defender, and the Ranger’s Pension Fund. • Participated in budget negotiations with the Legislative council compiling details on budget issues, state revenue projections, and producing notional state budgets.• Assigned ad-hoc reporting and budgeting projects requested by the Governor.• Analyzed and/or testified on an average of 100 introduced bills a year relating to banking, debt issuances, real estate, local government, property taxes, and legislation with budgetary impacts. Show less

Phoenix, Arizona, United States

The national leader in the acquisition of retail commercial real estate in the United States, Cole is a public non-traded real estate investment trust that owns and manages over $5 billion of commercial properties nationwide.• Introduced Bloomberg terminal to aid in the purchase of interest rate swaps, caps, and commercial mortgage backed securities.• Proposed repurchasing commercial mortgage debt tranches with TARP monies yielding 70% returns on equity.• Performed complex… Show more The national leader in the acquisition of retail commercial real estate in the United States, Cole is a public non-traded real estate investment trust that owns and manages over $5 billion of commercial properties nationwide.• Introduced Bloomberg terminal to aid in the purchase of interest rate swaps, caps, and commercial mortgage backed securities.• Proposed repurchasing commercial mortgage debt tranches with TARP monies yielding 70% returns on equity.• Performed complex market valuations using Bloomberg terminal for financial derivatives, liabilities, and assets for auditors to support company value assertions for public financial statements.• Prepared stock valuations using advanced modeling software and cash flow projections for four investment public offerings.• Generated variance analysis and future cash flow projections for $300 million of nationally owned power center properties. • Overhauled internal reporting to meet the complexities of $5 billion in commercial real estate acquisitions to effectively communicate key REIT metrics with shareholders.• Designed and managed mezzanine debt investment offerings by benchmarking each deal’s progress on a monthly basis.• Performed database architect and developer duties for five departments and over 50 users of the real estate investment trust’s property and accounting databases. Show less

Phoenix, Arizona, United States

The Arizona State Treasurer’s Office manages over $9.5 billion of fixed income and $792 million of equity investments from state taxes, fees, local government investment deposits, and state land trust endowment funds.• Entrusted to invest approximately $2 billion per day in treasury securities across various state investment pools to maintain liquidity for the state of Arizona and pool participants utilizing a Bloomberg terminal.• Interfaced between the trading room and… Show more The Arizona State Treasurer’s Office manages over $9.5 billion of fixed income and $792 million of equity investments from state taxes, fees, local government investment deposits, and state land trust endowment funds.• Entrusted to invest approximately $2 billion per day in treasury securities across various state investment pools to maintain liquidity for the state of Arizona and pool participants utilizing a Bloomberg terminal.• Interfaced between the trading room and accounting department to facilitate the settlement of $2.5 billion of fixed income and equity securities daily.• Journalized every daily trade amounting to $1.75 trillion of fixed income and equity transactions into the Treasurer’s accounting system.• Prepared Board of Investment report providing metrics such as duration, earnings, and credit quality across all state investment pools totaling $11 billion of financial securities.• Processed $792 million in equity trades monthly to rebalance the in-house endowment fund equity index which outperformed its S&P 500 benchmark.• Prepared financial analysis of commercial paper and asset-backed securities for a determination on whether the investments fit pool guidelines for acquisition Show less

Masters, Master Of Business Administration

Graduated With Honors, Liberal Arts And Sciences, General Studies And Humanities

Activities and Societies: Published Thesis WFTO and Monopolies

Master'S Degree, Master Of Accounting

B.S., Finance

Activities and Societies: Financial Management Association Webmaster, American Marketing Association, Barrett's Honors College

B.S., Economics

Activities and Societies: Financial Management Association Webmaster, American Marketing Association, Barrett's Honors College

High School Diploma

Activities and Societies: "Men for Others"